For the first time in several months, Google gained a modest amount of share. Google's share has flatlined over the past year, so we'll have to wait to see whether this is a resumption of the upward trend.

Yahoo's share dropped significantly. Bing held steady.

The combined Yahoo-Bing lost share again, especially to Google.

Here's JP Morgan's Imran Khan with the call:

According to the data, total US explicit core search volume increased 16.1% Y/Y in September, an acceleration from 13.0% growth in August. The total 3Q Y/Y growth rate was 14.7%, above 2Q’s 6.7% Y/Y growth.